Performance analysis of LFAZ (Stone Ridge 2062 Longevity Income ETF)
Annual Return
Since Sep 16, 2024, LFAZ has had an average annual return of -2.57%, underperforming the benchmark SPY, which returned +20.08% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +6.09% | -9.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | +0.24% | +4.40% | -0.43% | -0.26% | -2.82% | +2.26% | -0.90% | +0.54% | +3.08% | +6.09% | |||
| 2024 | -2.30% | -4.74% | +1.61% | -4.67% | -9.85% |
Drawdown analysis of LFAZ (Stone Ridge 2062 Longevity Income ETF)
The maximum drawdown for the LFAZ was -11.88%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current LFAZ drawdown is -4.36%.
Since Sep 16, 2024 LFAZ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.88% | Sep 16, 2024 | 82 | Jan 14, 2025 | Ongoing | Ongoing | Ongoing |